Caterpillar Inc.
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionWestern Wealth Management, LLC
Latest Disclosed Ownership7,366 shares
Latest Disclosed Value $ 5,218,221
Western Wealth Management, LLC reports 66.09% increase in ownership of CAT / Caterpillar Inc.

On May 19, 2026 - Western Wealth Management, LLC filed a 13F-HR form disclosing ownership of 7,366 shares of Caterpillar Inc. (MX:CAT) valued at $5,218,221 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 4,435 shares of Caterpillar Inc.. This represents a change in shares of 66.09% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-19 2026-03-31 13F CATERPILLAR COM 149123101 7,366 2,931 66.09 5,218 105.43 0.1213
2026-02-05 2025-12-31 13F CATERPILLAR Common Stock 149123101 4,435 343 8.38 2,541 30.12 0.1170
2025-11-06 2025-09-30 13F CATERPILLAR Common Stock 149123101 4,092 -74 -1.78 1,953 20.72 0.1030
2025-08-11 2025-06-30 13F CATERPILLAR Common Stock 149123101 4,166 -334 -7.42 1,617 8.96 0.0960
2025-04-23 2025-03-31 13F CATERPILLAR Common Stock 149123101 4,500 124 2.83 1,484 -6.49 0.0982
2025-04-16 2024-12-31 13F/A-1 CATERPILLAR Common Stock 149123101 4,376 -2,638 -37.61 1,587 -42.14 0.1034
2025-02-18 2024-12-31 13F CATERPILLAR COM 149123101 2,653 -4,361 962 0.2890
2024-11-12 2024-09-30 13F CATERPILLAR COM 149123101 7,014 2,713 63.08 2,743 91.55 0.1564
2024-07-19 2024-06-30 13F CATERPILLAR COM 149123101 4,301 296 7.39 1,433 -2.39 0.1062
2024-05-03 2024-03-31 13F CATERPILLAR COM 149123101 4,005 -2,621 -39.56 1,467 -25.11 0.1141
2024-01-31 2023-12-31 13F CATERPILLAR COM 149123101 6,626 -184 -2.70 1,959 5.38 0.1412
2023-11-08 2023-09-30 13F CATERPILLAR COM 149123101 6,810 8 0.12 1,859 11.12 0.1571
2023-08-30 2023-06-30 13F CATERPILLAR COM 149123101 6,802 490 7.76 1,673 15.86 0.1427
2023-08-30 2023-03-31 13F CATERPILLAR COM 149123101 6,312 235 3.87 1,445 -0.76 0.1344
2023-02-03 2022-12-31 13F CATERPILLAR COM 149123101 6,077 -3,334 -35.43 1,456 -12.56 0.1488
2022-11-07 2022-09-30 13F CATERPILLAR COM 149123101 9,411 695 7.97 1,664 6.94 0.0953
2022-07-18 2022-06-30 13F CATERPILLAR COM 149123101 8,716 -226 -2.53 1,556 -22.01 0.0893
2022-05-10 2022-03-31 13F CATERPILLAR COM 149123101 8,942 5,261 142.92 1,995 161.47 0.0968
2022-02-14 2021-12-31 13F CATERPILLAR COM 149123101 3,681 -3,344 -47.60 763 -50.10 0.0753
2021-08-09 2021-06-30 13F CATERPILLAR COM 149123101 7,025 3,464 97.28 1,529 85.11 0.1572
2021-05-14 2021-03-31 13F CATERPILLAR COM 149123101 3,561 388 12.23 826 42.91 0.1110
2021-02-10 2020-12-31 13F CATERPILLAR COM 149123101 3,173 -544 -14.64 578 4.14 0.0848
2020-10-27 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 3,717 -23 -0.61 555 15.87 0.0907
2020-07-20 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 3,740 410 12.31 479 22.51 0.0869
2020-04-27 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 3,330 364 12.27 391 -10.73 0.0897
2020-02-10 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 2,966 -1,179 -28.44 438 -16.09 0.0664
2019-11-08 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 4,145 496 13.59 522 5.03 0.1086
2019-08-06 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 3,649 -1,443 -28.34 497 -28.28 0.0653
2019-05-10 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 5,092 -414 -7.52 693 -1.28 0.1543
2019-02-15 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 5,506 5,506 702 0.1888
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.